FHA
First Horizon Advisors Portfolio holdings
AUM
$3.85B
1-Year Return
17%
This Quarter Return
+1.55%
1 Year Return
+17%
3 Year Return
+55.25%
5 Year Return
+94.85%
10 Year Return
+179.66%
AUM
$1.19B
AUM Growth
+$165M
(+16%)
Cap. Flow
+$157M
Cap. Flow
% of AUM
13.2%
Top 10 Holdings %
Top 10 Hldgs %
21.1%
Holding
1,673
New
203
Increased
494
Reduced
325
Closed
88
Top Buys
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$14.7M |
| 2 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$9.31M |
| 3 |
Truist Financial
TFC
|
+$7.24M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$7.01M |
| 5 |
Microsoft
MSFT
|
+$6.21M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$16.3M |
| 2 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$6.18M |
| 3 |
Lowe's Companies
LOW
|
+$3.52M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$3.44M |
| 5 |
Stanley Black & Decker
SWK
|
+$3.39M |
Sector Composition
| 1 | Technology | 9.83% |
| 2 | Financials | 7.99% |
| 3 | Healthcare | 7.39% |
| 4 | Industrials | 5.63% |
| 5 | Consumer Staples | 5.3% |
